Workiva Stock Performance
| WK Stock | USD 80.06 0.23 0.29% |
The firm maintains a market beta of 2.09, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Workiva will likely underperform. Workiva has an expected return of -0.22%. Please make sure to check out Workiva value at risk, rate of daily change, as well as the relationship between the Rate Of Daily Change and relative strength index , to decide if Workiva performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Workiva has generated negative risk-adjusted returns adding no value to investors with long positions. Despite uncertain performance in the last few months, the Stock's forward-looking signals remain quite persistent which may send shares a bit higher in May 2024. The latest mess may also be a sign of long-standing up-swing for the company institutional investors. ...more
Actual Historical Performance (%)
One Day Return (0.1) | Five Day Return 2.89 | Year To Date Return (16.12) | Ten Year Return 483.35 | All Time Return 483.35 |
1 | Disposition of 51805 shares by Martin Vanderploeg of Workiva subject to Rule 16b-3 | 02/16/2024 |
2 | Acquisition by Robert Herz of 11793 shares of Workiva at 86.05 subject to Rule 16b-3 | 02/23/2024 |
3 | Disposition of 2381 shares by Michael Hawkins of Workiva at 86.87 subject to Rule 16b-3 | 02/26/2024 |
4 | Disposition of 1910 shares by Julie Iskow of Workiva at 85.5 subject to Rule 16b-3 | 03/01/2024 |
5 | Lazard Asset Management LLC Trims Stock Position in Workiva Inc. | 03/04/2024 |
6 | Workiva Q4 Earnings and Revenues Top Estimates - Yahoo Movies UK | 03/18/2024 |
7 | Will the New Initiatives Improve Workiva s Profitability | 03/22/2024 |
8 | Theres Reason For Concern Over Workiva Inc.s Price | 03/27/2024 |
9 | Disposition of 8256 shares by Brandon Ziegler of Workiva at 83.58 subject to Rule 16b-3 | 04/01/2024 |
10 | Unpacking Q4 Earnings Workiva In The Context Of Other Finance and HR Software Stocks | 04/04/2024 |
11 | Disposition of 4563 shares by Michael Hawkins of Workiva at 92.79 subject to Rule 16b-3 | 04/11/2024 |
12 | DekaBank Deutsche Girozentrale Cuts Stock Position in Workiva Inc. - Defense World | 04/18/2024 |
13 | Q4 Earnings Highs And Lows Bill.com Vs The Rest Of The Finance and HR Software Stocks | 04/22/2024 |
| Begin Period Cash Flow | 240.2 M |
Workiva |
Workiva Relative Risk vs. Return Landscape
If you would invest 9,370 in Workiva on January 26, 2024 and sell it today you would lose (1,364) from holding Workiva or give up 14.56% of portfolio value over 90 days. Workiva is generating negative expected returns and assumes 2.6008% volatility on return distribution over the 90 days horizon. Put differently, 23% of stocks are less risky than Workiva on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Workiva Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Workiva's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Workiva, and traders can use it to determine the average amount a Workiva's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0842
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| Negative Returns | WK |
Estimated Market Risk
| 2.6 actual daily | 23 77% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Workiva is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Workiva by adding Workiva to a well-diversified portfolio.
Workiva Fundamentals Growth
Workiva Stock prices reflect investors' perceptions of the future prospects and financial health of Workiva, and Workiva fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Workiva Stock performance.
| Return On Equity | -27.63 | ||||
| Return On Asset | -0.042 | ||||
| Profit Margin | (0.20) % | ||||
| Operating Margin | 0.1 % | ||||
| Current Valuation | 4.37 B | ||||
| Shares Outstanding | 50.94 M | ||||
| Price To Earning | (25.11) X | ||||
| Price To Book | 453.62 X | ||||
| Price To Sales | 6.82 X | ||||
| Revenue | 630.04 M | ||||
| Gross Profit | 407.99 M | ||||
| EBITDA | (59.32 M) | ||||
| Net Income | (127.53 M) | ||||
| Cash And Equivalents | 240.2 M | ||||
| Cash Per Share | 8.19 X | ||||
| Total Debt | 793.18 M | ||||
| Current Ratio | 1.52 X | ||||
| Book Value Per Share | (1.65) X | ||||
| Cash Flow From Operations | 70.88 M | ||||
| Earnings Per Share | (2.36) X | ||||
| Market Capitalization | 4.4 B | ||||
| Total Asset | 1.22 B | ||||
| Retained Earnings | (652.64 M) | ||||
| Working Capital | 524.44 M | ||||
| Current Asset | 97.88 M | ||||
| Current Liabilities | 84.08 M | ||||
About Workiva Performance
To evaluate Workiva Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Workiva generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Workiva Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Workiva market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Workiva's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 92.36 | 52.14 | |
| Return On Tangible Assets | (0.12) | (0.12) | |
| Return On Capital Employed | (0.13) | (0.14) | |
| Return On Assets | (0.10) | (0.11) | |
| Return On Equity | 1.43 | 0.89 |
Things to note about Workiva performance evaluation
Checking the ongoing alerts about Workiva for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Workiva help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Workiva generated a negative expected return over the last 90 days | |
| The company generated the yearly revenue of 630.04 M. Annual Net Loss to common stockholders was (127.53 M) with gross profit of 407.99 M. | |
| Workiva has a poor financial position based on the latest SEC disclosures | |
| Over 95.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Q4 Earnings Highs And Lows Bill.com Vs The Rest Of The Finance and HR Software Stocks |
- Analyzing Workiva's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Workiva's stock is overvalued or undervalued compared to its peers.
- Examining Workiva's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Workiva's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Workiva's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Workiva's stock. These opinions can provide insight into Workiva's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Workiva. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in industry. For more information on how to buy Workiva Stock please use our How to buy in Workiva Stock guide.You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
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When running Workiva's price analysis, check to measure Workiva's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Workiva is operating at the current time. Most of Workiva's value examination focuses on studying past and present price action to predict the probability of Workiva's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Workiva's price. Additionally, you may evaluate how the addition of Workiva to your portfolios can decrease your overall portfolio volatility.
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Is Workiva's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Workiva. If investors know Workiva will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Workiva listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (2.36) | Revenue Per Share 11.646 | Quarterly Revenue Growth 0.159 | Return On Assets (0.04) | Return On Equity (27.63) |
The market value of Workiva is measured differently than its book value, which is the value of Workiva that is recorded on the company's balance sheet. Investors also form their own opinion of Workiva's value that differs from its market value or its book value, called intrinsic value, which is Workiva's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Workiva's market value can be influenced by many factors that don't directly affect Workiva's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Workiva's value and its price as these two are different measures arrived at by different means. Investors typically determine if Workiva is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Workiva's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.